N.E.W. Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

N.E.W. Advisory Services’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$574K	Sell	1,099 -23	-2%	-$11.5K	0.04%	134
2026 Q1	$519K	Buy	1,122 +1	+0.1%	+$484	0.04%	134
2025 Q4	$539K	Buy	1,121 +1	+0.1%	+$473	0.04%	127
2025 Q3	$519K	Hold	1,120	–	–	0.05%	113
2025 Q2	$493K	Sell	1,120 -153	-12%	-$63.5K	0.05%	115
2025 Q1	$535K	Buy	1,273 +155	+14%	+$67K	0.04%	123
2024 Q4	$476K	Hold	1,118	–	–	0.05%	119
2024 Q3	$473K	Sell	1,118 -54	-5%	-$21.9K	0.05%	114
2024 Q2	$459K	Hold	1,172	–	–	0.05%	106
2024 Q1	$466K	Buy	1,172 +1	+0.1%	+$385	0.05%	106
2023 Q4	$441K	Buy	1,171 +2	+0.2%	+$699	0.05%	107
2023 Q3	$392K	Hold	1,169	–	–	0.06%	105
2023 Q2	$402K	Sell	1,169 -14	-1%	-$4.71K	0.06%	95
2023 Q1	$393K	Buy	1,183 +1	+0.1%	+$332	0.06%	92
2022 Q4	$392K	Sell	1,182 -5	-0.4%	-$1.63K	0.06%	93
2022 Q3	$341K	Sell	1,187 -49	-4%	-$15.6K	0.06%	90
2022 Q2	$380K	Buy	+1,236	New	+$404K	0.07%	82
2022 Q1	–	Sell	-931	Closed	-$338K	–	144
2021 Q4	$338K	Hold	931	–	–	0.05%	106
2021 Q3	$315K	Buy	+931	New	+$325K	0.05%	105

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

N.E.W. Advisory Services's DIA Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q2 2026, selling an estimated $11.5K and leaving 1,099 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #134.

N.E.W. Advisory Services first reported a position in DIA in Q3 2021 and has held it in 19 quarters since. 1,085 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

N.E.W. Advisory Services held 1,099 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $574K as of Q2 2026.
N.E.W. Advisory Services sold 23 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $11.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #134 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 19 quarters since.
1,085 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.